Mortgage Administrator - Stafford, United Kingdom - Dunham McCarthy Ltd

Dunham McCarthy Ltd
Dunham McCarthy Ltd
Verified Company
Stafford, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Main duties will be _(full training provided where necessary)_**:_

  • Researching information from various sources, including providers of financial products
  • Drafting advice reports
  • Contacting clients and setting up meetings, either within an office environment, virtually via Teams/Zoom or in the business premises
  • Keeping up to date with financial products and legislation
  • Deal with incoming/outgoing post, scanning, printing
  • Obtaining documents from clients and uploading to lenders, providers and client files
  • Liaising with underwriters, solicitors, accountants and estate agents
  • Maintaining a positive relationship with customers
  • Working to deadlines to ensure customers achieve their dream move
  • Prioritising and organising your workload to ensure the best outcome is achieved
  • Maintaining compliance with the FCA rules and principles and Code of Practice
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products
  • Act ethically, impartially and always in the best interests of clients
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Knowledge, Skills and Abilities Required:_

  • Exceptional customer service skills (verbal and written)
  • Exceptional interpersonal and communication skills
  • Good working knowledge of Microsoft office packages
  • Ability to work well as part of a team and independently
  • Must be able to work with a high level of accuracy and attention to detail
  • Ability to adhere to set deadlines
  • Experience of mortgages and insurance is desirable but not necessary as full training will be provided
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Schedule:_Monday to Friday


Job Types:
Full-time, Permanent


Salary:
£21,500.00-£24,500.00 per year


Benefits:


  • Company events
  • Onsite parking

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location:
In person
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